Integrate and match the billings from the practice management system to QuickBooks.
Downloading checking and credit card statements from financial institution(s) on a routine basis.
Understand current inventory and financial implications of such.
Receiving, entering, and paying bills.
Recording, filing, and remitting Sales Tax liabilities to all jurisdictions.
Ensure invoices are paid promptly.
Reconcile accounts on a cash basis.
Create monthly balance sheet, P/L, and equity detail reports.
Close-out financials for the year.
The process by which an employee comes on board and is integrated into the company successfully.
These are the Human Resource functions that occur at regular intervals past onboarding and prior to off-boarding.
This is the process by which an employee leaves the company, whether by choice, agreement, or termination.
Run payroll and import payroll transactions into accounting system.
Business Administration and Consulting
Financial Business Planning
Advise clients on the best ways to manage their daily cash flow.
Advise clients on how to plan for their legacy, and for the future of the business.
Advise clients how to proceed financially in a challenging or crisis situation.